Administrative/Maintenance

System Overview
Brief Systems Overview, Business Cycle Models, Creating Master Files and Templates. 

System Setup
Setting up: Advertising Codes, Chart of Accounts, Company Information, Customer Master, Future Prices, GL Accounts, Installer Master, Invoice Terms, Item Master, Item Performance, PO Status Definitions, Sales Division, Salesman Master, Tax Master, Vendor Master and Warehouse Master.

Administration
Assigning User Permissions and Changing User/System Passwords.

Reports
Builders Module, Daily, Documentation, GL, Import Costing, Item Pricing, Maintenance, Monthly, Payroll, Purchasing, AR, AP, Sales, Sales Analysis, and Utilities.


Front Office Components
 Sales
Cash and Carry, AR Charge, Quote/Order, Hold Order, Sample Sale, Loan Consignments.
Installations
Setup Installation Module, Schedule Installations, Installation Calendar, Print Installer Tickets.
 Purchasing 
Linked/Regular PO's, PO's for Stock, and  Reconciliation of Vendor Invoices against Received Purchase Orders. 
Daily 
Daily Closing Activities.
 Inventory
Inventory Purge, Mass Cost Change, Physical Inventory Entry, Physical Inventory Selection and Stock Maintenance.

  Back Office Components
 Accounts Payables (AP)
AP Invoice Posting, AP Vendor Invoice Entry, AP Open Item Modify, Voiding Checks,  Preparing Payments and Reports.
Accounts Receivables (AR)
AR Open Item Entry, AR Cash Receipts and Adjustments, Finance Charge Posting and Reports.
Sales Analysis 
Purchase History Inquiry and Sales History Inquiry and Reports.
General Ledger (GL)
Account Reconciliation, Fiscal Year, GL Journal Entry/Maintenance and Reports.
Import Costing 
Ship Costing and Reports.
Job Costing
Job costing and Reports.
  Progress Billing 
Progress Billing
 Documentation 
Exporting Data to Microsoft Excel and Microsoft Access.
Item Pricing 
Create/Delete Pricing, Formula Pricing and Reports.
   FAQ:

 How do I Process a Sale, Receive  a Deposit, and Issue a Sales Ticket?

 How do I Schedule Job Installations?

 How do I Process Sales Information?

 How do I Prepare Daily Reports?

 How do I invoice Commercial Accounts and Keep Track of Job Progress?